Last updated: April 11, 2024

Although customers will receive emails regarding their subscription with or without a registered account, every customer must register for an account in order to actually manage their subscriptions (skip, gift, cancel, edit shipping & payment details). Within the admin portal, you can check if a customer has created an account on the customer’s subscription detail page. HAS LOGGED IN indicates they have created an account with your store. HAS NOT LOGGED IN indicates the customer still needs to create an account.

Your customers are able to create an account in one of three ways.

1. Your customer can sign up on first subscription purchase

2. Your customer can sign up directly on your website (using the same email as was used for their subscription order)

3. Your customer can sign up via a direct one-time in invite link sent via your Shopify admin

Option 1: Sign Up on First Subscription Purchase

Initially, your customers will have the ability to activate their account when they recieve an email confirmation of their subscription. If this email is being generated by Smartrr, we will include an option for them to register for an account in the body of the email.

We recommend whether you send subscription purchase confirmation emails (via Smartrr or another ESP) or by SMS notification to always include a link to register for an account after first purchase. Be sure to replace [YOUR-SHOPIFY-STORE-URL] with your store's URL.

https://[YOUR-SHOPIFY-STORE-URL].myshopify.com/account/register

Option 2: Sign Up Direct on Shop Website

Often times, brands will have an icon that represents their icon portal in their navigation bar or menu, or they will list it out directly as Account.

If the customer is creating a new account post-subscription purchase, remind them that they should be sure to use the same email address to create their account as they did while placing their subscription order.

Option 3: Sign Up Via One-Time Invite Link

To resend a customer a one-time link to create an account, follow Shopify's instrcutions to send individual account invites. Remind your customer to use the same email they used to create their subscription.

Accessing the Account Portal

Shoppers can access their Account Portal directly from your Shopify store. Most Shopify themes include a small 'Account' icon near the upper right corner of the screen.

Accessing the Account Portal with a Direct Link.

Shoppers can also access the Account Portal directly using the following link structure: https://[your-shop-domain].myshopify.com/account

Similarly, if you have connected a custom domain to Shopify, that link can also be used: https://[your-shop-domain.com]/account

What if a Shopper hasn’t Created an Account?

Whenever a subscriber purchases a subscription, they will be sent an email inviting them to create an account to manage their subscription. If they haven’t taken the steps in setting up an account, they can always create an account after the fact by clicking the 'Create Account' link on the login page.

Sending Account Invites via Shopify

You can also send an email reminder to a shopper to register for their account directly from within the Shopify admin customer page:

Last updated: April 11, 2024

Customers can view all their upcoming subscription orders from their Customer Account Portal. Once logged in, they'll land on our portal homepage.

Customers view their active and paused subscriptions under the Subscriptions section and Subscriptions tab.

🕰 FREQUENCY: How do customers edit the delivery frequency of their subscription?

If a customer wants to change the cadence of their subscription deliveries, (ex. 30 days > 45 days) they can opt to "Edit frequency" by clicking Manage subscription.

Customers can click on the Edit frequency icon, indicated with a calendar and clock. They will be directed to a confirmation state which they can select one of the frequencies available in their subscription program.

🗓 SET DATE: How do customers set the next date for their subscription?

If a customer wants to set a new date for their subscription delivery dates to be based on, they can opt to "Set next date" by clicking Manage subscription.

Customers can click on the Set next date icon, indicated with a calendar. They will be directed to a confirmation state which they can select on a calendar a new date for their subscription.

Customers will also see help text: "Your upcoming orders will be updated based on this new date...".

📦 BUNDLES: How do customers edit items in their bundled subscriptions?

If a customer wants to modify the items in their bundled subscription, they can opt to "Edit" by clicking Manage subscription.

Customers can click on Edit, located underneath the bundled product.

They will be directed to a modal state where the can adjust quantity, add, and remove items from their bundled box.

If your shop offers different bundle variants, the customer can change the size of their bundled subscription by clicking "Select different size".

💳 EDIT PAYMENT: How do customers edit their payment method for their subscription?

If a customer wants to update the payment method for their subscription, they can opt to "Edit payment" by clicking Manage subscription.

Customers can click on the Edit payment icon, indicated with wallet. They will receive a notification to their email with a link to securely update the payment method associated with their subscription.

⏸️ PAUSE: How do customers pause their subscription?

If a customer wants to pause their subscription, they can opt to "Pause" by clicking Manage subscription.

The customer will be prompted to select a date for their subscription to auto-resume within the next six months.

🛑 CANCEL: How do customers cancel their subscription?

If a customer wants to cancel their subscription, they can opt to "Cancel" by clicking Manage subscription.

Last updated: April 11, 2024

Customers can view all their upcoming subscription orders from their Customer Account Portal. Once logged in, they'll land on our portal homepage.

Customers view their next order under the Subscriptions section and Next order tab.

🧐 SEE ALL: How do customers see all upcoming orders?

Customers can see all upcoming orders associated with a subscription by clicking on See all upcoming orders.

This will open a modal where customers can take quick-actions (Skip, Gift) on certain scheduled orders, or the option to navigate into more options for a certain scheduled order.

📦 SEND NOW: How do customers send their next scheduled order immediately?

If a customer does not want to wait until their scheduled next order date, they can opt to "Order" by clicking Manage next order.

Customers can click on the Order now icon, indicated with a shipping box. They will be directed to a confirmation state which they can confirm or cancel their choice.

⏭ SKIP: How do customers skip their next order?

If a customer does not want their next scheduled order, they can opt to "Skip" by clicking Manage next order.

Customers can click on the Skip icon, indicated with a skip forward arrow. They will be directed to a confirmation state which they can confirm or cancel their choice, in addition to viewing when their next scheduled order will process if they confirm to the skip.

🎁 GIFT: How do customers gift their next order?

If a customer wants to send their upcoming subscription order to a friend or family, they can opt to "Gift" by clicking Manage next order.

Customers can click on the Gift icon, indicated with a gift box. They will be directed to a state where they can enter the recipients shipping information and an optional gift message (up to 160 characters).

The recipient will receive an email notification with the gift message letting them know they have been gifted an order from the shop, but the email will not reveal the contents of the order to the recipient—this remains a surprise! 🎉

⏳ DELAY DATE: How do customers delay their next order?

If a customer wants to receive their next order at delayed date, they can opt to "Delay date" by clicking Manage next order.

Customers can click on the Delay date icon, indicated with a clock icon. They will be directed to a confirmation state which they chose can between the below options, in addition to viewing when their next scheduled order will process if they confirm to delay.

• Delay 1 week

• Delay 2 weeks

• Delay 3 weeks

• Set custom date (Customer will be directed to a calendar to pick a specific date)

🔄 SWAP: How do customers swap an item in their next order?

If a customer wants to change up some of the items scheduled to be delivered in their next order, they can opt to "Swap" by clicking Manage next order.

Customers can click on the Swap icon, indicated with two arrows. They will be directed to a confirmation state which they chose which item they want to swap out—and which item they would like to swap into their next order.

🏡 EDIT ADDRESS: How do customers edit their address for their next order?

If a customer needs to change the delivery address for their subscription, they can opt to "Edit address" by clicking Manage next order.

Customers can click on the Edit address icon, indicated with a house. They will be directed to a confirmation state where they can enter a new address. This will update the shipping address for all future orders for that subscription only.

➕ADD: How do customers add an item to their next order?

If a customer wants to add an item to their next order, they can opt to "Add item" by clicking Manage next order.

Customers can click on Add item, located at the end of the list of current items in the order. They will be directed to a confirmation state where the can search items to add from a list.

📦 BUNDLES: How do customers edit items in their next order?

If a customer wants to edit items within their bundled subscription for their next order, they can opt to "Edit" their bundled box by clicking Manage next order.

Customers can click on Edit, located underneath the bundled product.

They will be directed to a modal state where the can adjust quantity, add, and remove items from their bundled box.

If your shop offers different bundle variants, the customer can change the size of their bundled subscription by clicking "Select different size".

Last updated: April 13, 2024

Customers can change the email address used to log into their account from their Customer Account Portal. Once logged in, they'll land on our portal homepage.

Customers view their current login information under Settings. Customers can click their email address to change their email.

A modal will open prompting the customer to enter the new email they'd like to use.

Last updated: April 13, 2024

Customers can view all their order history orders for both subscription and one-time purchases from their Customer Account Portal. Once logged in, they'll land on our portal homepage.

Customers view their order by year under Order History.

The following badges can appear on each order mini-card to indicate the status of the order:

• Processing

• Shipped

• Gifted

• Refunded

By clicking on the order mini-card, the customer can view all details associated with the order – including tracking and carrier information if the order has been shipped.